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Create a Cross-Sell Offer

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Applies to Version: Product Upsell 3.0

Complexity Level: No coding knowledge required

Estimated Time for Completion: 30 minutes

To create a cross-sell offer with Product Upsell, follow these steps:

From "Shopify Admin", select Apps.

Select Product Upsell.

Select Offers.

Select Create Cross-Sell Offer.

Enter an Offer Name.

Under "Show the offer when the customer...", select one of the options.

Note: The recommended option is: Presses the "Checkout" button because you can use products or individual variants to trigger the offer. If you are using Product Upsell and Cashier together, ensure you Enable Upsell after Checkout and select Is on the Thank You page after completing an order.

Under "and these conditions are met...", select an option (optional).

Note: If you only want to show the cross-sell if certain conditions are met (ie. certain products are purchased, a certain amount has been spent, etc.) you would use this feature. If you want the cross-sell to be triggered on every purchase, don't use this feature.

Select Cart Total Price Range to target the amount the customer has spent.

Note: If you select this option you will be prompted to enter a minimum and maximum amount.

Select Date Range to target a specific time period.

Note: If you select this option you will be prompted to enter a start and end date.

Note: If you select this option you will be prompted to select products using the product selector.

Note: You can select "Delete Condition" here to delete a condition or "Add Condition" to add additional conditions if needed.

Scroll down to "Pop-up window options" and enter a Window Title.

Enter a Window Description.

Select Select Products.

Select ADD next to any product.

Select Continue with selected products.

Under "Advanced Options":

Select Allow the customer to select more than one of the offered products if you would like customers to be able to add more than one product.

Select Allow the customer to select multiple quantities of an offered product to display the quantity selector to allow them to add more than one of each product.

Select Open product page if image or text is clicked.Note: We can only track when an upsell item is added through the upsell offer window, therefore, by checking this we will not be able to accurately report your upsell conversions) if you want to link the product title.

Select Hide products that are out of stock (ie. don't allow backorders) if you would like out of stock products to be discluded from the upsell offers.